See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,787 | $102,382-46.5% | $147,005-62.7% | $80,874-32.3% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.2%-11.4pp | 67.6%+3.1pp |
| Annual return | 17.25% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $4,227 | $3,715+13.8% | $4,934-14.3% | $2,756+53.4% |
| Participant deferral / active EE | $8,160 | $6,646+22.8% | $8,070+1.1% | $4,297+89.9% |
| Admin fee / account holder | $25,243 | $7,942+217.8% | $13,006+94.1% | $6,935+264.0% |